IQVIA Holdings Inc.
IQV- 交易所
- NYSE
- 產業
- Services-Commercial Physical & Biological Research
- SEC CIK
- 0001478242
近 90 天,IQVIA Holdings Inc. 內部人申報 0 筆公開市場買進、6 筆賣出;2026 年第 2 季末有 1,091 家機構在 13F 申報持有,市值合計 $302.5 億;Oakmark(Harris Associates)、Greenhaven等 3 位大師持有。
2023 年第 4 季 13F 持有人
IQVIA Holdings Inc. 在 2023/12/31 季末的機構持股。管理 1 億美元以上美股的機構,每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 960
- 較 2023 年第 3 季 +29 家
- 持有股數
- 1.63 億
- 較 2023 年第 3 季 −15.9 萬 (−0.1%)
- 總市值
- $377.3 億
- 較 2023 年第 3 季 +$55.5 億 (+17.3%)
- 新進機構
- 130
- 另有 279 家加碼
- 清倉機構
- 101
- 另有 421 家減碼
另有 14 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 季 13F:沒申報不算清倉,也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起,每季在 13F 申報持有 IQV 的機構家數與合計市值。市值是各季季末的申報市值,也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 1,091 | $302.5 億 |
| 2026 年第 1 季 | 1,072 | $268.6 億 |
| 2025 年第 4 季 | 1,145 | $362.8 億 |
| 2025 年第 3 季 | 1,008 | $300.6 億 |
| 2025 年第 2 季 | 980 | $255.9 億 |
| 2025 年第 1 季 | 993 | $271.5 億 |
| 2024 年第 4 季 | 1,005 | $302.8 億 |
| 2024 年第 3 季 | 1,066 | $371.7 億 |
| 2024 年第 2 季 | 1,024 | $333.8 億 |
| 2024 年第 1 季 | 1,017 | $404.0 億 |
| 2023 年第 4 季 | 960 | $377.3 億 |
| 2023 年第 3 季 | 945 | $322.0 億 |
| 2023 年第 2 季 | 934 | $363.2 億 |
| 2023 年第 1 季 | 928 | $323.2 億 |
| 2022 年第 4 季 | 925 | $333.6 億 |
| 2022 年第 3 季 | 889 | $295.9 億 |
| 2022 年第 2 季 | 887 | $353.5 億 |
| 2022 年第 1 季 | 898 | $381.9 億 |
| 2021 年第 4 季 | 939 | $469.7 億 |
| 2021 年第 3 季 | 865 | $401.6 億 |
| 2021 年第 2 季 | 853 | $409.4 億 |
| 2021 年第 1 季 | 776 | $324.8 億 |
2023 年第 4 季持有機構
每家機構持有 IQVIA Holdings Inc. 的股數、市值與佔組合比重;股數變化跟 2023 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Aspire Private Capital, LLC | 2,957 | $68.4 萬 | 0.20% | +235+8.6% | 加碼 |
| Oak Harbor Wealth Partners, LLC | 2,978 | $68.9 萬 | 0.23% | −333−10.1% | 減碼 |
| Meeder Advisory Services, Inc. | 2,979 | $68.9 萬 | 0.08% | −91−3.0% | 減碼 |
| S&CO Inc | 3,000 | $69.4 萬 | 0.05% | 00.0% | 不變 |
| Profund Advisors LLC | 3,000 | $69.4 萬 | 0.03% | +175+6.2% | 加碼 |
| Strategic Blueprint, LLC | 3,002 | $69.5 萬 | 0.06% | +37+1.2% | 加碼 |
| Wealthfront Advisers LLC | 3,029 | $70.1 萬 | 0.00% | −2,360−43.8% | 減碼 |
| Perigon Wealth Management, LLC | 3,044 | $70.4 萬 | 0.02% | −245−7.4% | 減碼 |
| Stonebrook Private Inc. | 3,053 | $70.6 萬 | 0.24% | +3,053 | 新進 |
| Baldwin Investment Management, LLC | 3,068 | $71.0 萬 | 0.11% | +105+3.5% | 加碼 |
| MidWestOne Financial Group, Inc. | 3,093 | $71.6 萬 | 0.14% | +982+46.5% | 加碼 |
| National Asset Management, Inc. | 3,132 | $72.5 萬 | 0.02% | −436−12.2% | 減碼 |
| Greenleaf Trust | 3,154 | $73.0 萬 | 0.01% | +58+1.9% | 加碼 |
| Harbor Capital Advisors, Inc. | 3,164 | $73.2 萬 | 0.14% | 00.0% | 不變 |
| Great Valley Advisor Group, Inc. | 3,223 | $74.6 萬 | 0.03% | +1,261+64.3% | 加碼 |
| Change Path, LLC | 3,227 | $74.7 萬 | 0.05% | +76+2.4% | 加碼 |
| Global Trust Asset Management, LLC | 3,243 | $75.0 萬 | 0.33% | 00.0% | 不變 |
| Chicago Capital, LLC | 3,246 | $75.1 萬 | 0.03% | −487−13.0% | 減碼 |
| Clear Harbor Asset Management, LLC | 3,322 | $76.9 萬 | 0.07% | +1,521+84.5% | 加碼 |
| Boston Partners | 3,348 | $77.5 萬 | 0.00% | −451,003−99.3% | 減碼 |
| We Are One Seven, LLC | 3,350 | $77.5 萬 | 0.04% | +285+9.3% | 加碼 |
| FORA Capital, LLC | 3,370 | $78.0 萬 | 0.07% | −13,948−80.5% | 減碼 |
| Liberty One Investment Management, LLC | 3,381 | $78.2 萬 | 0.10% | −171−4.8% | 減碼 |
| Fulton Bank, N.A. | 3,419 | $79.1 萬 | 0.04% | −42−1.2% | 減碼 |
| IVC Wealth Advisors LLC | 3,475 | $80.4 萬 | 0.50% | −50−1.4% | 減碼 |
| Cetera Advisors LLC | 3,479 | $80.5 萬 | 0.01% | +823+31.0% | 加碼 |
| Lido Advisors, LLC | 3,499 | $81.0 萬 | 0.01% | +976+38.7% | 加碼 |
| Knights of Columbus Asset Advisors LLC | 3,578 | $82.8 萬 | 0.05% | +30+0.8% | 加碼 |
| Northeast Financial Consultants Inc | 3,580 | $82.8 萬 | 0.05% | +1,500+72.1% | 加碼 |
| Alberta Investment Management Corp | 3,600 | $83.3 萬 | 0.01% | −164,902−97.9% | 減碼 |
| Birchbrook, Inc. | 3,612 | $83.6 萬 | 0.55% | +3,612 | 新進 |
| Wall Street Access Asset Management, LLC | 3,622 | $83.8 萬 | 0.39% | −27−0.7% | 減碼 |
| United Capital Financial Advisers, LLC | 3,646 | $84.4 萬 | 0.01% | +1,501+70.0% | 加碼 |
| Dimension Capital Management LLC | 3,685 | $85.3 萬 | 0.18% | +3,685 | 新進 |
| Stablepoint Partners, LLC | 3,695 | $85.5 萬 | 0.22% | +3,695 | 新進 |
| Nomura Holdings Inc | 3,706 | $85.7 萬 | 0.01% | +3,706 | 新進 |
| Continuum Advisory, LLC | 3,718 | $86.0 萬 | 0.12% | −164−4.2% | 減碼 |
| Fiduciary Trust Co | 3,767 | $87.2 萬 | 0.01% | +326+9.5% | 加碼 |
| Toroso Investments, LLC | 3,783 | $87.5 萬 | 0.02% | −561−12.9% | 減碼 |
| Acadian Asset Management LLC | 3,795 | $87.7 萬 | 0.00% | 00.0% | 不變 |
| Versor Investments LP | 3,800 | $87.9 萬 | 0.18% | +1,131+42.4% | 加碼 |
| Coldstream Capital Management Inc | 3,813 | $88.2 萬 | 0.02% | +792+26.2% | 加碼 |
| CWM, LLC | 3,980 | $92.1 萬 | 0.00% | +207+5.5% | 加碼 |
| United Community Bank | 3,997 | $92.5 萬 | 0.39% | −143−3.5% | 減碼 |
| Dohj, LLC | 4,074 | $94.3 萬 | 0.28% | +4,074 | 新進 |
| Beacon Financial Group | 4,089 | $94.6 萬 | 0.12% | +133+3.4% | 加碼 |
| Bridgewater Associates, LP | 4,144 | $95.9 萬 | 0.01% | −138−3.2% | 減碼 |
| Public Sector Pension Investment Board | 4,167 | $96.4 萬 | 0.01% | −15,448−78.8% | 減碼 |
| Lincoln National Corp | 4,244 | $98.2 萬 | 0.02% | −110−2.5% | 減碼 |
| Investment Management Corp of Ontario | 4,249 | $98.3 萬 | 0.02% | +4,249 | 新進 |
| Burns Matteson Capital Management, LLC | 4,252 | $98.5 萬 | 0.69% | +63+1.5% | 加碼 |
| Gilliland Jeter Wealth Management LLC | 4,262 | $98.6 萬 | 0.41% | +4,262 | 新進 |
| Hutchens & Kramer Investment Management Group, LLC | 4,437 | $102.7 萬 | 0.72% | −515−10.4% | 減碼 |
| Bowman & Co S.C. | 4,457 | $103.1 萬 | 0.72% | +286+6.9% | 加碼 |
| Strategic Global Advisors, LLC | 4,476 | $103.6 萬 | 0.24% | −26,270−85.4% | 減碼 |
| Laurel Wealth Advisors LLC | 4,562 | $105.6 萬 | 0.20% | −148−3.1% | 減碼 |
| Kinneret Advisory, LLC | 4,567 | $105.7 萬 | 0.12% | −29−0.6% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 4,610 | $106.7 萬 | 0.06% | +415+9.9% | 加碼 |
| Agf Management Ltd | 4,714 | $109.1 萬 | 0.01% | +3,133+198.2% | 加碼 |
| Handelsinvest Investeringsforvaltning | 4,730 | $109.4 萬 | 0.45% | +4,730 | 新進 |
| FJ Investments, LLC | 4,741 | $109.7 萬 | 0.05% | +4,741 | 新進 |
| DFPG Investments, LLC | 5,026 | $110.6 萬 | 0.09% | +5,026 | 新進 |
| Davy Global Fund Management Ltd | 4,814 | $111.4 萬 | 0.13% | 00.0% | 不變 |
| QRG Capital Management, Inc. | 4,879 | $112.9 萬 | 0.02% | +603+14.1% | 加碼 |
| Shell Asset Management Co | 4,904 | $113.5 萬 | 0.05% | +4,904 | 新進 |
| Papp L Roy & Associates | 4,919 | $113.8 萬 | 0.14% | −30−0.6% | 減碼 |
| Squarepoint Ops LLC | 4,962 | $114.8 萬 | 0.00% | −77,547−94.0% | 減碼 |
| First Horizon Advisors, Inc. | 5,062 | $117.1 萬 | 0.04% | −5−0.1% | 減碼 |
| Jump Financial, LLC | 5,084 | $117.6 萬 | 0.04% | −1,986−28.1% | 減碼 |
| Financial Insights, Inc. | 5,088 | $117.7 萬 | 0.37% | +130+2.6% | 加碼 |
| Central Valley Advisors, LLC | 5,124 | $118.6 萬 | 0.70% | +5,124 | 新進 |
| Credit Agricole S A | 5,181 | $119.9 萬 | 0.02% | +3,081+146.7% | 加碼 |
| Todd Asset Management LLC | 5,208 | $120.5 萬 | 0.03% | 00.0% | 不變 |
| Private Advisor Group, LLC | 5,215 | $120.7 萬 | 0.01% | +397+8.2% | 加碼 |
| Atria Wealth Solutions, Inc. | 5,230 | $121.0 萬 | 0.02% | −168−3.1% | 減碼 |
| Fisher Asset Management, LLC | 5,239 | $121.2 萬 | 0.00% | −412−7.3% | 減碼 |
| Partners Capital Investment Group, LLP | 5,283 | $122.2 萬 | 0.03% | +191+3.8% | 加碼 |
| Fairbanks Capital Management, Inc. | 5,367 | $124.2 萬 | 0.89% | +284+5.6% | 加碼 |
| Herold Advisors, Inc. | 5,400 | $124.9 萬 | 0.35% | −200−3.6% | 減碼 |
| Foresight Global Investors, Inc. | 5,413 | $125.2 萬 | 0.72% | −762−12.3% | 減碼 |
| Nan Shan Life Insurance Co., Ltd. | 5,430 | $125.6 萬 | 0.03% | 00.0% | 不變 |
| Flputnam Investment Management Co | 5,442 | $125.9 萬 | 0.03% | −1,546−22.1% | 減碼 |
| Kestra Advisory Services, LLC | 5,496 | $127.2 萬 | 0.01% | +152+2.8% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 5,598 | $129.5 萬 | 0.00% | −65,300−92.1% | 減碼 |
| Harbert Fund Advisors, Inc. | 5,625 | $130.2 萬 | 0.89% | −14,375−71.9% | 減碼 |
| PFG Advisors | 5,680 | $131.4 萬 | 0.11% | −73−1.3% | 減碼 |
| Everence Capital Management Inc | 5,698 | $131.8 萬 | 0.09% | 00.0% | 不變 |
| Patriot Financial Group Insurance Agency, LLC | 5,752 | $133.1 萬 | 0.25% | +1,011+21.3% | 加碼 |
| Natixis Investment Managers International | 5,755 | $133.2 萬 | 0.09% | +1,100+23.6% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 5,797 | $134.1 萬 | 0.04% | +17+0.3% | 加碼 |
| Gotham Asset Management, LLC | 5,839 | $135.1 萬 | 0.03% | −14,546−71.4% | 減碼 |
| Quantinno Capital Management LP | 5,885 | $136.2 萬 | 0.05% | +2,869+95.1% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 5,988 | $138.6 萬 | 0.02% | +1,320+28.3% | 加碼 |
| Aquila Investment Management LLC | 6,000 | $138.8 萬 | 1.20% | 00.0% | 不變 |
| Foundations Investment Advisors, LLC | 6,686 | $141.3 萬 | 0.04% | −20,519−75.4% | 減碼 |
| Wolverine Trading, LLC | 6,176 | $142.9 萬 | 0.01% | +6,176 | 新進 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 6,190 | $143.2 萬 | 0.26% | 00.0% | 不變 |
| North Star Asset Management Inc | 6,205 | $143.6 萬 | 0.07% | −25−0.4% | 減碼 |
| Fifth Third Bancorp | 6,258 | $144.8 萬 | 0.01% | −4,695−42.9% | 減碼 |
| GAM Holding AG | 6,365 | $147.3 萬 | 0.11% | 00.0% | 不變 |